Information & Education

“We’ve Come So Far…and the Future Looks Bright”

Before we take a look towards the future, let's reflect on where we have been.

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What Tibble V. Edison Means for Your 401(K) Plan

What if you could purchase your investments at “cost” but instead were forced to buy at full retail markup? Edison International employees didn’t like it and fought back. Their fight may change the playing field for all of us.

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Contrary to Popular Belief…The Sky is Not Falling

What just happened? Does a modest Market correction have us running for the hills? What is really going on?

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The King is back, so is the Market

Encouragingly the second quarter has done an about face with May and June proving to be two of the best months of the year, with broad participation across all global equity markets. So what is going on?

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In Like a Lamb, Out Like a Lion

2014 began with a whimper, and a tremendous sell-off that saw the market drop by slightly more than 7%, but gave way to a "lioness" recovery that offset most previous losses.

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Let the Good Times Roll

As 2014 begins we all wonder: can we possibly repeat 2013? The Dow Jones Industrial Average returned 29.7% last year and the S&P 500 was up 32.3%.

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Social Security — will it still be there when I retire?

The question everyone loves to debate. Baby boomers entering retirement is game changer.

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Fourth Quarter, 2013 Review

Led by the U.S., global stock markets marched higher. All of the major U.S. stock market indices were up over 30%. However, not all asset classes shared the same success.

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Is 80 the New 60 when it comes to retirement?

The question retirement specialists are asked most often is: "do I have enough money to retire?"

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Third Quarter

It is October 1, 2013, and in addition to me being on the ball and writing this a day after the end of the quarter, it is also what I expect to be one of the last calm days before what should be a very treacherous month ahead.

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Latest Updates & Information

2nd Qtr 2017 Market Insights

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

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Second Q Market Insights

Check out the Second Quarter Market Insights led by Beth Spurry.

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1st Quarter 2017 Market Commentary

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.

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4th Q Market Insights

There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.

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